If You See Something, Say Something: A Core Value in Client Success
At Identity Dental Marketing, our success depends on every team member’s commitment to diligence, accountability, and proactive communication. “If you see something, say something” isn’t just a phrase—it’s a professional standard. It means noticing potential issues or opportunities and speaking up before they become bigger problems. This approach builds trust, prevents mistakes, and ensures every client receives exceptional care.
Example 1: Client Access or Permissions
If a client adds a new manager to their Google Business Profile or website, that’s worth flagging. Unauthorized or uncommunicated changes could affect security or ownership. Always verify who the new person is, notify your supervisor or the client, and document the update. Proactive communication prevents confusion and protects our clients’ digital assets.
Example 2: Budget Discrepancy
If a client onboards with a $2,000 ad spend but your notes or historical data indicate $3,000 is the minimum viable budget, don’t ignore the gap. Craft professional, educational verbiage such as:
“Based on our data and previous campaign performance, we’ve seen that ad spends under $3,000 per month may not yield consistent lead flow. May I share an updated recommendation to ensure we’re setting your campaign up for success?”
This not only shows diligence but also positions you as a strategic advisor, not an order taker.
Example 3: Workflow Dependencies
If a coworker’s task isn’t complete and you can’t proceed with yours (e.g., waiting on copy before launching a site), say something early. Let your supervisor or project lead know, or kindly check in with the team member. Silence delays projects and affects client satisfaction.
Example 4: Website Projects
If you notice a client-provided photo that’s low quality, a broken link in staging, or unclear messaging on a homepage, speak up. These small issues can undermine an otherwise beautiful design. Example phrasing:
“I noticed a couple of images are pixelated—would you like me to flag alternatives to maintain the site’s quality?”
Example 5: Social Media Campaigns
If ad creative isn’t performing or appears off-brand, don’t wait for the client to complain.
“I noticed the click-through rate is trending lower than expected. I’d like to propose adjusting the headline or imagery to better reflect the client’s key message.”
Example 6: SEO Campaigns
If you see a client’s website missing meta descriptions, poor internal linking, or a sudden ranking drop, bring it up immediately.
“I noticed a few technical SEO gaps that could impact visibility. Can we plan a brief optimization review to address these before next month’s report?”
The Bottom Line
Diligence means taking ownership, not just of your assigned tasks, but of the client’s overall success. When in doubt, speak up. Thoughtful communication demonstrates care, professionalism, and leadership—the hallmarks of a true Identity Dental Marketing advisor.